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Burlington
BURL

462 hedge funds and large institutions have $15.3B invested in Burlington in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 134 increasing their positions, 190 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 49

56% more funds holding in top 10

Funds holding in top 10: 9 → 14 (+5)

10% more capital invested

Capital invested by funds: $13.9B → $15.3B (+$1.45B)

5% more funds holding

Funds holding: 441 → 462 (+21)

3.38% less ownership

Funds ownership: 104.95% → 101.57% (-3.4%)

29% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 190

56% less call options, than puts

Call options by funds: $119M | Put options by funds: $273M

Holders
462
Holders Change
+21
Holders Change %
+4.76%
% of All Funds
9.1%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.28%
New
78
Increased
134
Reduced
190
Closed
49
Calls
$119M
Puts
$273M
Net Calls
-$154M
Net Calls Change
-$54.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$739M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$106M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$74.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$73.5M
5
PWAM
Park West Asset Management
California
+$41.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$430M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$209M
3
SCM
Steadfast Capital Management
New York
-$188M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$83.9M
5
BlackRock
BlackRock
New York
-$79.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$62.9M -$78M -373,214 -58%
Allianz Asset Management
52
Allianz Asset Management
Germany
$62.4M +$13.8M +65,904 +32%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$60.3M -$2.22M -10,637 -4%
Lord, Abbett & Co
54
Lord, Abbett & Co
New Jersey
$60.2M -$25.6M -122,492 -32%
Millennium Management
55
Millennium Management
New York
$59.4M -$35.1M -168,044 -39%
Franklin Resources
56
Franklin Resources
California
$58.9M +$1.35M +6,437 +3%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$55.9M +$6.25M +29,892 +14%
Swiss National Bank
58
Swiss National Bank
Switzerland
$55.4M -$3.6M -17,200 -7%
AIM
59
Artemis Investment Management
United Kingdom
$54.5M +$3.41M +16,295 +7%
Janus Henderson Group
60
Janus Henderson Group
United Kingdom
$47.9M -$20.9M -99,904 -32%
CCM
61
Candlestick Capital Management
Connecticut
$47.6M +$43.6M +208,812 New
PWAM
62
Park West Asset Management
California
$45.6M +$41.8M +200,000 New
AAMU
63
Amundi Asset Management US
Massachusetts
$41.9M -$803K -3,843 -2%
Balyasny Asset Management
64
Balyasny Asset Management
Illinois
$41.3M +$37.9M +181,326 New
CCI
65
Columbus Circle Investors
$40M +$28.7M +137,129 +357%
SGAM
66
Smith Group Asset Management
Texas
$39.8M -$8.74M -41,795 -19%
Neuberger Berman Group
67
Neuberger Berman Group
New York
$38.3M -$1.09M -5,192 -3%
Renaissance Technologies
68
Renaissance Technologies
New York
$38.3M -$63.3M -302,726 -64%
GKIM
69
GW&K Investment Management
Massachusetts
$37.2M -$961K -4,600 -3%
Westfield Capital Management
70
Westfield Capital Management
Massachusetts
$36.4M +$962K +4,603 +3%
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$36.1M +$32.3M +154,764 +4,352%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$36.1M -$791K -3,785 -2%
First Trust Advisors
73
First Trust Advisors
Illinois
$36M +$9.21M +44,073 +39%
CM
74
Castleark Management
Illinois
$35M -$1.38M -6,605 -4%
PPA
75
Parametric Portfolio Associates
Washington
$32.9M +$741K +3,543 +3%
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3
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BURL Hedge Fund Activity: Q4 2019 in Review

462 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q4 2019, worth a combined $15.3B — up 10% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new BURL positions and 49 closed out — a net gain of 29 holders — while 134 added to existing stakes and 190 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $739M. The largest seller was T. Rowe Price Associates, cutting an estimated $430M.

  • 462 institutional investors held Burlington (BURL) as of Q4 2019, up from 441 in Q3 2019.
  • Funds reported $15.3B of Burlington stock for Q4 2019, up 10% quarter-over-quarter.
  • 78 funds opened new Burlington positions in Q4 2019 and 49 closed out, a net change of +29 holders.
  • The largest Burlington buyer in Q4 2019 was Capital World Investors, an estimated $739M added.
  • The largest Burlington seller in Q4 2019 was T. Rowe Price Associates, an estimated $430M sold.

Based on aggregated 13F filings for Q4 2019.